Stanford university securities reansfer form 2026

1. Click ‘Get Form’ to open the Stanford University Securities Transfer Form in the editor.
2. Begin by entering the date at the top of the form. This is essential for record-keeping purposes.
3. In the 'TO' section, fill in your broker's name, brokerage firm, and their phone number. Ensure accuracy to avoid any delays.
4. Next, specify the stock name and number of shares you wish to transfer. Be precise in this section to prevent errors.
5. Provide your account title at the brokerage firm and account number from which the shares will be transferred.
6. Fill in the DTC information for Stanford’s account as indicated on the form. This ensures proper routing of your transfer.
7. Sign and date the form at the bottom. If required by your broker, ensure that it is notarized or has a Medallion Signature Guarantee.
8. Finally, send a signed copy to your broker and return another completed copy to Stanford’s Gift Securities Team via email or fax.

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